Is the AI market about to collapse? #anthropic #claude #ai #technology
Is the AI market about to collapse? #anthropic #claude #ai #technology
Description
Founders discuss the potential for an AI market bubble and the pressures of public reporting
Transcript
People talk about a bubble or you see a bubble of epic disproportionate levels. If they go to into IPO and the numbers are not right and the margins are not right, and people are starting to question the return, you can you can forget about the whole thing. I I think it makes sense why like you said this year they've probably increased inference, yeah, because now they're working towards IPO. Yeah, now it's more important, yeah, that the books look good. Yeah. And then after the IPO then they can now figure out, okay, you know what, they've got some money in uh maybe we can shift it up a bit more. But even then you say that, but it's hard because now after they've gone public, now they need to report every quarter. True, so it's it's a good problem to have. It's a good problem to have, because you don't want to report the next quarter and you're making less than yeah the margin's going down now, that's not good, that's not the stock would be tanking. Yeah. Yeah.

